Affluent families can’t afford to overlook the future. Don’t let today’s lifestyle jeopardize tomorrow’s stability. Read our latest tips now.
June 19, 2025
Lifestyle
July 29, 2024
VIDEO: Do Your Friends and Family Need Financial Guidance? We’re Here to Help.
By Michael Vaughn, CFP® In recent years, our world has faced unprecedented events, leading to economic uncertainty for many. This is why having a robust financial plan is so important. As our client, you’re already aware of this and can rest easy, even in the midst of unsettling headlines about inflation or looming recessions. Take […]
Why I Love Living and Working in Springfield, MO
By Michael Vaughn, CFP® Springfield, Missouri, might not be the first spot that comes to mind when you think of thriving cities. But for me, it’s the ideal balance of charm and business services. The city is full of new things to explore, a bustling employment market, and a welcoming sense of community. As a […]
December 4, 2023
Your End-of-the-Year Checklist for Small Business Owners
By Michael Vaughn, CFP® As the year draws to a close, small business owners need to make a year-end checklist—and check it twice! From navigating IRS elections to maximizing deductions and staying on top of evolving filing methods, this easy guide provides five essential elements that demand your attention as you prepare to close the […]
November 17, 2023
Finding Gratitude This Thanksgiving Season
By Michael Vaughn, CFP® When I reflect on what I’m grateful for this holiday season, I think back to when I made the decision to change careers. I left a good-paying job for the unknown, but what I did know was I wanted to stay near family and friends and I wanted to help others. […]
October 3, 2023
Financial Pitfalls Veterans/Federal Employees/Military Should Avoid
By Michael Vaughn, CFP® When it comes to managing finances, if you’re in the military, a veteran, or a federal employee, you face a unique set of challenges and opportunities. While these groups often benefit from certain financial perks, they can also run into certain pitfalls that must be navigated with care. Let’s explore the […]